High Note Wealth, LLC Sells in Q3 2025

High Note Wealth, LLC

  • $483 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GTES
Gates Industrial Corp PLC

Industrials
-2
- 1.02%
$23.38 - $26.14 $46.8 - $52.3
194 $4K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-2
- 40.0%
$42.56 - $49.08 $85.1 - $98.2
3 $0
ACIW
Aci Worldwide, Inc.

Technology
-9
- 20.93%
$40.74 - $52.9 $367 - $476
34 $1K
MLI
Mueller Industries Inc

Industrials
-11
- 15.94%
$82.07 - $101.7 $903 - $1.12K
58 $5K
VTR
Ventas, Inc.

Real Estate
-2
- 2.3%
$62.76 - $69.99 $126 - $140
85 $5K
TM
Toyota Motor Corp

Consumer Cyclical
-4
- 80.0%
$167.86 - $202.79 $671 - $811
1 $0
ES
Eversource Energy

Utilities
-1
- 1.2%
$62.86 - $71.14 $62.9 - $71.1
82 $5K
CNM
Core & Main, Inc.

Industrials
-2
- 2.6%
$48.56 - $66.98 $97.1 - $134
75 $4K
GXO
Gxo Logistics, Inc.

Industrials
-6
- 6.67%
$48.07 - $54.59 $288 - $328
84 $4K
TRMK
Trustmark Corp

Financial Services
-4
- 3.17%
$36.46 - $41.06 $146 - $164
122 $4K
NU
Nu Holdings Ltd.

Financial Services
-15
- 60.0%
$11.92 - $16.3 $179 - $245
10 $0
HQY
Healthequity, Inc.

Healthcare
-1
- 2.13%
$87.42 - $103.12 $87.4 - $103
46 $4K
DASH
Door Dash, Inc.

Communication Services
-1
- 3.85%
$234.5 - $272.5 $235 - $273
25 $6K
SAN
Banco Santander, S.A.

Financial Services
-59
- 93.65%
$8.27 - $10.48 $488 - $618
4 $0
BBD
Bank Bradesco

Financial Services
-61
- 74.39%
$2.75 - $3.39 $168 - $207
21 $0
DOCS
Doximity, Inc.

Healthcare
-11
- 15.28%
$57.33 - $75.12 $631 - $826
61 $4K
Aptiv PLC Com Shs
-20
- 5.88%
N/A
320 $0
FNF
Fidelity National Financial, Inc.

Financial Services
-2
- 1.85%
$51.22 - $61.07 $102 - $122
106 $6K
VTRS
Viatris Inc

Healthcare
-17
- 2.77%
$8.74 - $10.69 $149 - $182
596 $5K
EFV
Msci Eafe Value ETF

ETFs
-95
- 6.8%
$62.79 - $68.42 $5.97K - $6.5K
1.3K $88K
SHG
Shinhan Financial Group CO LTD

Financial Services
-3
- 60.0%
N/A
2 $0
XLU
Utilities Sector Spdr

ETFs
-103
- 5.81%
$81.14 - $87.32 $8.36K - $8.99K
1.67K $145K
DORM
Dorman Products, Inc.

Consumer Cyclical
-2
- 7.14%
$119.13 - $166.34 $238 - $333
26 $4K
CMA
Comerica Inc

Financial Services
-2
- 2.67%
$60.93 - $71.05 $122 - $142
73 $5K
LNC
Lincoln National Corp

Financial Services
-4
- 3.03%
$33.37 - $43.29 $133 - $173
128 $5K
PHM
Pultegroup Inc

Consumer Cyclical
-12
- 16.44%
$108.0 - $141.42 $1.3K - $1.7K
61 $8K
HP
Helmerich & Payne, Inc.

Energy
-42
- 14.74%
$15.35 - $22.65 $645 - $951
243 $5K
ETSY
Etsy Inc

Consumer Cyclical
-3
- 3.95%
$51.36 - $74.34 $154 - $223
73 $4K
AEIS
Advanced Energy Industries Inc

Industrials
-3
- 7.5%
$133.59 - $176.59 $401 - $530
37 $6K
GVA
Granite Construction Inc

Industrials
-1
- 4.76%
$92.28 - $111.29 $92.3 - $111
20 $2K
OHI
Omega Healthcare Investors Inc

Real Estate
-4
- 3.08%
$36.29 - $43.34 $145 - $173
126 $5K
BP
Bp PLC

Energy
-6
- 2.19%
$30.25 - $35.69 $182 - $214
268 $9K
AIT
Applied Industrial Technologies Inc

Industrials
-1
- 4.0%
$242.14 - $275.72 $242 - $276
24 $6K
IWS
Ishares Russell Midcap Value E

ETFs
-45
- 4.34%
$132.83 - $140.61 $5.98K - $6.33K
992 $138K
ING
Ing Groep Nv

Financial Services
-13
- 4.33%
$22.0 - $26.08 $286 - $339
287 $7K
QCOM
Qualcomm Inc

Technology
-1
- 0.45%
$145.84 - $173.55 $146 - $174
220 $36K
LUMN
Lumen Technologies, Inc.

Communication Services
-71
- 10.5%
$3.7 - $6.22 $263 - $442
605 $3K
CM
Canadian Imperial Bank Of Commerce

Financial Services
-2
- 1.37%
$71.11 - $81.68 $142 - $163
144 $11K
SMP
Standard Motor Products, Inc.

Consumer Cyclical
-3
- 5.36%
$30.36 - $41.12 $91.1 - $123
53 $2K
STRL
Sterling Construction CO Inc

Industrials
-1
- 5.56%
$222.54 - $371.84 $223 - $372
17 $5K
BCO
Brinks CO

Industrials
-2
- 10.0%
$85.19 - $117.52 $170 - $235
18 $2K
ENB
Enbridge Inc

Energy
-6
- 1.53%
$43.79 - $50.46 $263 - $303
385 $19K
EME
Emcor Group, Inc.

Industrials
-1
- 5.56%
$530.88 - $655.83 $531 - $656
17 $11K
CIEN
Ciena Corp

Technology
-1
- 4.35%
$77.75 - $145.67 $77.8 - $146
22 $3K
COOP
Mr. Cooper Group Inc.

Financial Services
-1
- 2.27%
$143.29 - $220.9 $143 - $221
43 $9K
SRE
Sempra Energy

Utilities
-10
- 3.68%
$74.14 - $89.98 $741 - $900
262 $23K
PFE
Pfizer Inc

Healthcare
-195
- 2.61%
$23.29 - $25.88 $4.54K - $5.05K
7.29K $185K
NVS
Novartis Ag

Healthcare
-4
- 0.41%
$113.5 - $129.73 $454 - $519
974 $124K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-14
- 0.9%
$49.43 - $54.52 $692 - $763
1.53K $83K
Activity Summary
Buys All Purchases 440 New Holdings 136 Increased Positions 304 Sells All Sells 219 Reductions 218 Sold out 1 Options Calls 2 Puts 0
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